With a deep understanding of proven financial strategies and decades of experience, The Economos Group has become particularly adept at addressing the complex and changing financial needs of high net worth families. Accomplished CEO’s, company founders and business executives rely on the Economos Group as an essential resource to help them achieve their goals.
With a deep understanding of proven financial strategies and decades of experience, The Economos Group has become particularly adept at addressing the complex and changing financial needs of high net worth families. Accomplished CEO's, company founders and business executives rely on the Economos Group as an essential resource to help them achieve their goals.
CFP®,CPFA®,CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
